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Wealth Management
JUNE 20, 2023
Integrated is launching the new insurance business largely due to recent changes in tax and estate planning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
272 
Wealth Management
SEPTEMBER 18, 2024
Focusing on estate planning may not be the best pathway to sell life insurance.
290
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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
Abnormal Returns
OCTOBER 9, 2024
Podcasts Thomas Kopelman and Jacob Turner talk what you should look for in auto insurance. youtube.com) Health insurance Health insurance costs are only going up. wsj.com) Even when you have health insurance your work isn't done. kindnessfp.com) Where people without children are passing on their estates.
275 
Wealth Management
MARCH 12, 2024
Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.
273 
Abnormal Returns
FEBRUARY 19, 2024
obliviousinvestor.com) Estate planning Changing an estate plan takes time. wealthmanagement.com) Do your clients have a digital estate plan? sciencedaily.com) How the pandemic affected life insurance premia. thinkadvisor.com) How to research a Social Security question.
279 
A Wealth of Common Sense
JANUARY 23, 2025
We also covered questions about offering financial advice to family members, how to lower your auto insurance rates, how many years worth of fixed income you need in your portfolio and how to begin the estate planning process.
113 
Wealth Management
AUGUST 23, 2024
Navigating estate planning and the role of life insurance.
207 
Integrity Financial Planning
AUGUST 28, 2022
Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Many people may not know that their will does not control who inherits all of their assets, such as retirement accounts, life insurance, and annuities.
Advisor Perspectives
MAY 28, 2025
Estate planning. Insurance consulting. Succession planning. In the race to stand out, many financial advisors have expanded their service offerings. Tax strategies. The thinking is simple: More services signal more value.
Dear Mr. Market
DECEMBER 31, 2024
Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Insure What Matters Most Your family, your income, and your healththese are non-negotiables.
105 
Abnormal Returns
SEPTEMBER 27, 2023
morningstar.com) There are a lot of decisions to make when it comes to health insurance. marketwatch.com) Why your estate plan should include this letter. (fatherly.com) Decisions A look at the basics of Social Security benefits and claiming dates. morningstar.com) A first-hand account of the case for hiring a tax preparer.
278 
MainStreet Financial Planning
JANUARY 23, 2025
Removing items you no longer own and adding new purchases will ensure your inventory is accurate and ready for insurance purposes if needed. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds.
Nerd's Eye View
JANUARY 22, 2024
selling and trading) or on sales-oriented advice that centered on implementing insurance products. In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g.,
Abnormal Returns
DECEMBER 5, 2022
Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. riaintel.com) What are the biggest mistakes when it comes to succession planning? wealthmanagement.com) Factors to consider when looking at long term care insurance. bloomberg.com) Charitable giving strategies are as varied as the client.
Nerd's Eye View
SEPTEMBER 6, 2023
For other assets, insurance can represent the first line of defense against liability for a client, with other tools to fill in the remaining gaps, insulate assets from each other, and protect against any judgments that exceed coverage limits. tenancy by the entireties and community property).
246 
Nerd's Eye View
APRIL 3, 2023
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: FP Alpha unbundles its Estate Planning Lab solution for automatically reading and summarizing clients' estate planning documents available as a stand-alone option, and rolls out a new P&C Insurance Snapshot tool, (..)
246 
Nerd's Eye View
MARCH 24, 2023
Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)
NAIFA Advisor Today
APRIL 20, 2023
is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,
Nerd's Eye View
JUNE 21, 2024
million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5
eMoney Advisor
MARCH 7, 2023
Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estate plan. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.
The Big Picture
MAY 29, 2024
Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health. The investments in your trust are going to be managed differently than your IRA because we’ve accounted for your estate plan as part of it.
290 
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
246 
Pacifica Wealth
FEBRUARY 17, 2022
The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!
Carson Wealth
FEBRUARY 13, 2023
While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.
Nerd's Eye View
SEPTEMBER 19, 2022
Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client).
Advisor Perspectives
JUNE 1, 2023
Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Some clients may benefit from strategies for using life insurance to maximize the value of qualified assets while minimizing their tax burden.
Carson Wealth
DECEMBER 8, 2023
The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
143 
Darrow Wealth Management
NOVEMBER 4, 2024
Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also.
WiserAdvisor
APRIL 19, 2024
While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.
AdvicePay
JUNE 13, 2024
Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)
Carson Wealth
JULY 12, 2022
So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Broad Based Financial Planning Designations.
Carson Wealth
APRIL 4, 2024
Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) This is particularly important when managing things like life insurance policies because once the grace period is missed, the policy will lapse and coverage will end.
137 
MainStreet Financial Planning
JUNE 13, 2023
Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get your estate plan in order. Get a social security number for your child. Start saving for college now.
WiserAdvisor
AUGUST 31, 2023
A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential. They can also help you minimize estate taxes.
Clever Girl Finance
AUGUST 19, 2024
Plan for long-term baby expenses 5. Review your maternity leave and insurance coverage 6. Update your life insurance policy 8. Create or revise your estate plan 9. Plan for emergency expenses 11. Keep in mind that you may be entitled to a free breast pump through your insurance).
Harness Wealth
NOVEMBER 12, 2024
The HSA contribution limit for 2024 is $4,150 for an individual and $8,300 if your health insurance also covers your family. Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes.
52 
Carson Wealth
JANUARY 4, 2024
Proper insurance coverage: One of the biggest risks for many people in their 30s is they’re still acting as if they’re invincible. Make sure you have the right health care coverage, car insurance, property and casualty for your home, disability insurance and life insurance. This leads to many people being underinsured.
Nerd's Eye View
SEPTEMBER 3, 2024
In this episode, we talk in-depth about how Zack views fiduciary financial wellness to 401(k) plan participants as a 3-tiered offering consisting of education, one-on-one advice, and implementation support, how Zack's firm is able to generate incredibly strong email open rates of 75%–90%, and click-through rates of 40%–50%, on the (hyper-targeted) (..)
Steve Sanduski
FEBRUARY 18, 2025
How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Including collectibles in estate planning to avoid family disputes. Things such as valuation, insurance, storage, and the succession plan.
Walkner Condon Financial Advisors
NOVEMBER 11, 2022
These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Insurance Amounts . Another overlooked area of a sound financial plan is insurance coverage and their respective coverage amounts. Tax Loss Harvesting.
Your Richest Life
OCTOBER 1, 2022
Have the Appropriate Insurance. Homeowners insurance covers many disasters, but it doesn’t always cover everything. Make sure you know what your insurance policy covers, as well as what it doesn’t. Insurance policies. Estate planning documents. Disaster Preparedness Financial Documents. Titles and deeds.
104 
Darrow Wealth Management
MARCH 31, 2023
You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. Estate planning is an important part of this, especially if you have young children, so consider setting up a trust. Changing – and tracking – life insurance beneficiary designations.
Carson Wealth
DECEMBER 8, 2022
Your credit score may play a part in your insurance premiums on your home and auto policy, so having a strong score can either help you save money or cost you money depending on how good or poor it is. Revisit Your Estate Plan. It’s always a good idea to take a fresh look at your estate plan on an annual basis.
NAIFA Advisor Today
FEBRUARY 15, 2023
Ike Trotter began his journey in the insurance world when he was 22 years old. Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. Ike is also a recipient of the NAIFA Quality Award.
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